KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$6.43M
3
+$4.22M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.13M
5
KRC icon
Kilroy Realty
KRC
+$3.72M

Top Sells

1
+$4.74M
2
+$4.01M
3
+$3.63M
4
WBA
Walgreens Boots Alliance
WBA
+$2.26M
5
OXY icon
Occidental Petroleum
OXY
+$1.15M

Sector Composition

1 Technology 11.77%
2 Healthcare 7.97%
3 Consumer Staples 7.64%
4 Industrials 7.4%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$400K 0.02%
13,955
-500
252
$392K 0.02%
5,173
+499
253
$387K 0.02%
4,423
+582
254
$384K 0.02%
6,878
-8,340
255
$382K 0.02%
14,811
+1,299
256
$378K 0.02%
4,883
-324
257
$377K 0.02%
5,190
-875
258
$376K 0.02%
313
259
$368K 0.02%
38,608
-1,012
260
$364K 0.02%
2,311
-259
261
$364K 0.02%
10,605
+5
262
$359K 0.02%
8,934
-762
263
$359K 0.02%
2,415
264
$356K 0.02%
4,464
-2,400
265
$356K 0.02%
+2,210
266
$349K 0.02%
10,925
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267
$343K 0.02%
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268
$331K 0.02%
7,378
269
$330K 0.02%
8,100
-300
270
$330K 0.02%
2,458
-530
271
$327K 0.02%
3,770
+270
272
$325K 0.02%
+2,788
273
$324K 0.02%
3,185
+300
274
$324K 0.02%
1,614
-2,320
275
$322K 0.02%
7,730
9 10
11
12 13